Third Point Reinsurance’s (TPRE) Dan Loeb on Q1 2016 Results We’re seeing some opportunities in distressed debt “we’re seeing opportunities in distressed debt. So I want to stress. We’re not in a credit cycle where I think there’s going to … Continued

Dean Foods FY 1Q16 Earnings Call Gregg Tanner Global milk production continues to increase “We expect global dairy fundamentals to continue to be overall supportive to our business as production growth continues to outpace demand. Year-over-year, total milk production from … Continued

Chicago Bridge & Iron NV (CBI) Philip K. Asherman on Q3 2015 Results Technology group turning around after slow start to this year “In our Technology Group, after a slow start this year due to economic headwinds in China and … Continued

Cost of raw milk down 33% y/y “As expected, raw milk cost increased gradually within the second quarter but the $15.82 per 100 weight quarterly average represents a decline of $0.97 or 6% sequentially and a decline of $7.84 or … Continued

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Most difficult operating environment … Continued

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha most difficult operating environment … Continued

A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. An unprecedented dairy environment “Before turning to our results I wanted also take a moment to update you … Continued

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued